The Transformative

Employee Resource Group Toolkit

Your all-in-one toolkit to start, run, and scale a transformative
Employee Resource Group

From limited employee support to transformative ERGs

You believe it’s possible to transform your work environment (or you’re at least willing to try!). You want to create spaces at work where people can build vibrant and active relationships with each other, and in turn, use those relationships to help change organizational policies and culture that help everyone experience belonging. Transformative employee resource groups (ERGs) do just that. And this toolkit will help you start (or pivot) one.

Starting and building an ERG can be daunting.

While often rewarding and worth it, you’ll likely face challenges along the way, including:

  • Finding fellow leaders who can help carry the group

  • Connecting advocacy to structural changes

  • Taking on too much responsibility

  • Identifying first steps

  • Experiencing overwhelm as you look ahead

  • Creating a space that is more than just another meeting on an already busy calendar

I created this toolkit to help you navigate those challenges.

This toolkit is both a roadmap and an insightful guide to help the process of creating a transformative ERG.

This toolkit will guide you step by step as you and fellow colleagues build a group that addresses these challenges, supports your leadership development, and create an ERG that is aligned and making change within the organization.

Want to start an ERG but don’t know where to begin?

The Transformative ERG Toolkit starts with the foundational steps and takes you through a process to build an ERG that creates sustainable and long-term shifts and changes within your organization.

This toolkit is for:

  • Employees seeking systems change and greater dedication to inclusion, diversity, equity, and accessibility

  • Current ERG leaders

  • Leaders of DEI working groups that have fallen prey to too much talk and too little action   

  • Employees without formal DEI training who want to support historically excluded groups (BIPOC, LGBTQIAP+, people with disabilities, veterans, etc.)                                           

  • Change seekers who are frustrated by the issues they see within their organizations

  • Alliance builders who want to build meaningful relationships within their organizations

  • Taskforce and committee leaders

Here’s what you’ll learn and do in each of the five lessons:

  1. Finding My ERG People. This lesson will help you establish your reason(s) for creating the ERG and recruit folks who will lead with you. At the end of this lesson, you will have identified at least five potential ERG leaders or members.

  2. Aligning Mission/Vision and Purpose. This lesson will help you get clear about your mission and vision and learn to value the process of creating an ERG. At the end of this lesson, you will have an established mission/vision to help you write your first charter.

  3. Getting Support. This lesson will help you ask for what you need to run an ERG and get company buy-in. At the end of this lesson, you will be able to build the case for the ERG’s role within your organizational context. 

  4. Creating ERG Leadership. This lesson will help you build a collaborative structure that shares power. At the end of this lesson, you will have a structured model that serves as a foundation for your leadership team to flourish.

  5. Cultivating Lasting Change. This lesson will help you learn how to balance the multiple roles an ERG plays–roles such as creating an affinity space, advocating for change, and building a space for professional development. At the end of this lesson, you will have a strategic plan for diving into the weekly meetings to ensure a balance of care for the group and making the changes you seek at the organization.

Once you work your way through the toolkit, you’ll be able to:

  • Determine the language you want to use to share why this ERG is vital

  • Build the case for the ERG’s role within the organization

  • Identify and connect with future leaders of the ERG and members

  • Create projects that balance affinity, advocacy,  professional development, and organizational needs (and don’t send you into programming overdrive)

  • Craft the strategies needed to build a group that can flourish

  • Escape the mentality of “do it all” yourself and engage in the practices you need to share leadership and sustain yourself while running an ERG

How is this toolkit structured?

In each of the five lessons in this toolkit you will find:

  • A lesson overview with learning outcomes 

  • Lesson topics and step-by-step instructions

  • Hot tips to share best practices and advice 

  • Reflective and brainstorming exercises to help organize your thoughts and take action

  • Resources related to each lesson–including links to articles, videos, and more–that will help you dive deeper

Each lesson in the toolkit is a Google doc that functions as a workbook. See the sample video below to take a look inside!

Since the labor of starting an ERG is meant to be shared, you are welcome to share the link to the toolkit with up to four additional people internal to your organization. If more than four copies are needed, you are invited to purchase additional copies at a discounted rate.

Why buy this toolkit from
Erin-Kate Escobar Consulting?

I created this toolkit because I needed it.

While working at an organization of 3,500+ employees I found myself at each and every step in the ERG process represented by the five lessons. After engaging in each step the organization I worked for installed a clear internal process for ERGs to exist. I no longer work there but the ERG system created through these five lessons lives on. I have helped 50+ individuals step into roles as ERG leaders and played the supporting role of offering the lessons learned in this guide to support the creation of transformative groups.

I also interviewed individuals who were a part of starting ERGs within nonprofits, educational institutions, and corporations to learn of the biggest pain points and the most helpful tools needed to create a truly transformative ERG.

This toolkit is your one-stop shop. I’ve taken all the knowledge I learned working on ERGs and condensed it into an easy-to-navigate toolkit that allows you to jump to where you need to go, gives you space to reflect and practice the tools you’re learning, and helps you troubleshoot along the way.

Pricing

As part of this launch, we’re offering tiered or sliding scale prices based on the size of the organization OR if your organization is not paying a price point for individuals to purchase this toolkit out of pocket.

  • You’re an individual paying out of your own pocket: $150

  • You’re an individual who works for a small to mid-size organization (up to 999 employees): $250

  • You’re an individual who works for a large organization (1,000+ employees): $500

If you need additional support with your ERGs, let’s chat to talk about availability and pricing. Additional support could be:

  • Toolkit implementation assistance

  • Advising for those just getting ERGs off the ground

  • Strategic support to help shift the work of current ERGs toward greater transformation 

A preview of the Transformative ERG Toolkit

If you have additional questions please don’t hesitate to reach out via the contact form on the website

Erin-Kate Escobar gives a sneak peak into lesson 1 of the Transformative ERG Toolkit

Honestly there are a lot of really great gems. One of the most valuable areas for me was really the section around inviting your collaborators. As someone very new to this space and has been in the role of project managing and organizing DEI work in my organization, inviting new voices into the work is one of the most challenging things. So that balance of honoring folks' expertise, inviting folks intentionally, and not guilt tripping anyone is so important. - Saaleha Bey, Senior Associate REDF

FAQs

  • What exactly do Employee Resource Groups (ERGs) actually do? There’s no right answer, but I’ve found over the years that effective and transformational ERGs strike a balance between these three foundational components:

    Building affinity

    Engaging in advocacy

    Learning through professional development

    Building affinity is about building community and building trust within the ERG and beyond. Community and trust are essential to re-humanizing one another in our work environments and creating supportive networks. Building affinity starts with creating time to ask how someone is really doing and goes beyond that by creating intentional time and space when we connect to go deeper and learn more about one another so we can better support each other.

    Engaging in advocacy is about learning to be strategic as you ask for the tools and resources staff and the ERG need to be successful. It’s about building relationships within your organization, coming up with a plan for how to ask and when to ask for what you need, and getting clear on what to ask for to best support both the group you’re specifically advocating for and/or supports that will benefit everyone.

    Learning through professional development is about ensuring access to learning and development at every level within an organization. ERGs can provide opportunities for growth and development so that members gain the knowledge and skills they need for their current role and beyond. Upward mobility is an important part of both employee engagement and satisfaction and many organizations don’t regularly provide ways to learn what’s necessary for promotion. ERGs help build out professional development plans that are culturally competent and come with a budget so that the members of the ERGs can learn the skills and knowledge they need.

  • ​​Yes! With each purchase, you can share the toolkit with up to 4 additional people. The toolkit is designed to be a collaborative document that as you gain fellow leaders you can complete the toolkit together (and each have a copy). When you need more copies, come on back or inquire for more copies

  • The toolkit is a Google doc designed as a workbook. Your purchase will give you a viewable copy that you can make a copy to start writing in your answers right away! You are invited to duplicate the toolkit for up to 4 additional individuals within your same organization.

  • Yes! This is a great starting toolkit for someone in HR to start building ERGS from the ground up at your organization. Please inquire about consulting services if you’d like help setting up ERGS within your organization

  • We don’t get ready to leave the house by just waiting around and hoping someday we’ll be ready to go out. Nope. We start collecting what we need to go out (the clothes we want, the shoes that are appropriate for the occasion, sunscreen, sunglasses, wallet, keys, mask, sweater, etc.). So as you look internally at your organization and want to get ready to “go outside” (i.e., start an ERG), here are questions you can pose (and start answering) to prepare for the journey:

    -Asses the current size of the organization to see if there are enough employees to host ERGs. There’s not magic number but an organization with a minimum of 100 people is probably the smallest size of an org to start an ERG. If the org is smaller than 100, but you are still wanting to build affinity spaces I would consider starting with broader DEI council (doesn’t have to have that name or title).

    -Internally, who (could be an individual, but preferable a team) has capacity to take on managing a new program?

    -How will requests that come through ERGs be managed?

    -What will be the order of operations for those requests to be heard, considered, given feedback and returned?

    -How will leadership, who hears those requests, be prepared to hear feedback?

    -What kind of training, consulting, or support might they need to understand and hear requests and be willing to make changes?

    -Is the organization prepared to build a budget that will support the work of ERGs? The budget can be a starting place, it’s not the end all be all. It’s important for leadership to understand that they will need to devote funds to support this aspect of employee engagement, leadership, and professional development.

    -Does the organization have positional leaders who are interested in and able to speak with their peers and those higher up in the organization about the role sponsors play in ERGs?

    -What role will sponsors play and what will communication look like?

    There are many more questions within each of these, but these are a jumping off point as you evaluate the feasibility of ERGs within your organization’s current culture.

  • Employee Resource Groups are both an expectation of new employees and groups that can truly support an organization in building a more inclusive workplace. ERGs do this by building community, creating a place for feedback and advocacy, and tending to the needs of employees. When I set out to create a toolkit for folks wanting to start an ERG, I wanted to share the skills and tools that not only help you build an ERG within your organization but build a transformative ERG. I want to help you build an ERG that has access to power, and meaningful relationships, and is able to influence and be a part of changing organizational culture toward greater inclusion.

    So how do you know if you’re ready for this type of ERG? Take a look at this list below to see how many of these resonate with you?

    -You are seeking a meaningful community at work

    -You have sought mentorship but have been unsuccessful in finding strong mentors

    -You have countless conversations in which you educate colleagues about fill-in-the-blank identity and are frustrated that cultural basics are often misunderstood

    -You work at a place that is performative in how it engages topics of gender, sexuality, disability, race, ethnicity, veteran experiences, etc. Examples of performative diversity, equity, and inclusion (DEI):

    -A rainbow logo goes up for Pride month but there is little done internally to support health benefits or structural support for LGBTQ+ employees

    -The organization invites a heritage month speaker for Black History Month but has never done an internal audit of pay structures to build reliable pay transparency and address pay gaps for Black, Indigenous, and People of Color (BIPOC) and women at the company

    -There is a monthly newsletter that features a DEI section showcasing community events or people with fill-in-the-blank identities (e.g., famous women in STEM) without any internal-facing structures to support these identities or themes being discussed

    -The organization seeks to profit off of identity groups without centering their experiences, receiving feedback from the groups, or making changes to support the groups (e.g., salary increases, roadmaps to promotions, mentorship, belonging, adequate benefits, etc.)

    -The organization has written a letter or internal memo about a current event (e.g., events surrounding racism, gun violence, or the overturning of Roe v Wade), but has not committed any resources to demonstrate care for employees when it comes to their race, ethnicity, gender, safety, or health

    If any of these bullet points resonate with you, you’re probably ready for a transformative ERG at your place of work.

What was most helpful or valuable?

  1. I loved the opportunities for reflection/writing down thoughts - it makes it very interactive 

  2. This is a great resource for cultivating a space for folks to be their authentic selves

  3. Introducing key concepts such as restorative justice are great for doing transformative work

Michael Gamez M.S.
Equity, Inclusion & Diversity Program Manager

Did it meet your expectations?

There was a lot of great information for building an ERG foundation, so I definitely think it met expectations.

Alex Niedzialkowski
Technical Recruiter & Sourcer looking for next opportunity!